Grufity logo
Grufity logo

Latest BUSH INVESTMENT GROUP, LLC Stock Portfolio

$178Million | No. of Holdings #38

BUSH INVESTMENT GROUP, LLC Performance

2025 Q4+1.49%
YTD+14.28%
2024-6.65%

About BUSH INVESTMENT GROUP, LLC and 13F Hedge Fund Stock Holdings

BUSH INVESTMENT GROUP, LLC is a hedge fund based in Valdosta, GA. On 2026-03-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, BUSH INVESTMENT GROUP, LLC reported an equity portfolio of $178.7 Millions as of 31 Dec, 2025. <br><br> The top stock holdings of BUSH INVESTMENT GROUP, LLC are VB, FNDA, AOA. The fund has invested 19% of it's portfolio in VANGUARD INDEX FDS and 13.9% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and LOWES COS INC (LOW). BUSH INVESTMENT GROUP, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (IJR).
BUSH INVESTMENT GROUP, LLC Equity Portfolio Value
Last Reported on: 05 Mar, 2026
$178Million
  as of Mar 05, 2026

BUSH INVESTMENT GROUP, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BUSH INVESTMENT GROUP, LLC made a return of 1.49% in the last quarter. In trailing 12 months, it's portfolio return was 14.28%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust6,418,700
ishares tr365,073
spdr gold tr206,874
New stocks bought by BUSH INVESTMENT GROUP, LLC

Additions

Ticker% Inc.
american centy etf tr90.46
invesco exch traded fd tr ii47.95
ishares tr44.58
nvidia corporation5.41
global x fds4.00
blackrock etf trust3.59
ishares tr2.82
ishares tr2.37
Additions to existing portfolio by BUSH INVESTMENT GROUP, LLC

Reductions

Ticker% Reduced
ishares tr-49.98
ishares tr-9.84
lowes cos inc-5.42
ishares tr-1.62
world gold tr-1.33
schwab strategic tr-1.27
vanguard index fds-1.04
ishares inc-0.82
BUSH INVESTMENT GROUP, LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard scottsdale fds-270,769
ishares tr-359,544
BUSH INVESTMENT GROUP, LLC got rid off the above stocks

Sector Distribution

BUSH INVESTMENT GROUP, LLC has about 96.8% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others96.8
Technology1.2

Market Cap. Distribution

BUSH INVESTMENT GROUP, LLC has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED96.8
LARGE-CAP1.9
MEGA-CAP1.3

Stocks belong to which Index?

About 3.2% of the stocks held by BUSH INVESTMENT GROUP, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.8
S&P 5003.2
Top 5 Winners (%)%
GLDM
world gold tr
11.6 %
AAPL
apple inc
6.8 %
BAC
bank america corp
6.6 %
AAXJ
ishares tr
5.0 %
FNDA
schwab strategic tr
3.2 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
0.8 M
VB
vanguard index fds
0.7 M
GLDM
world gold tr
0.6 M
AOA
ishares tr
0.2 M
AAXJ
ishares tr
0.2 M
Top 5 Losers (%)%
SO
southern co
-8.0 %
BITS
global x fds
-7.6 %
GPN
global pmts inc
-6.8 %
LOW
lowes cos inc
-3.9 %
BECO
blackrock etf trust
-2.5 %
Top 5 Losers ($)$
BITS
global x fds
-0.3 M
BECO
blackrock etf trust
-0.2 M
SO
southern co
-0.1 M
BNDX
vanguard charlotte fds
-0.1 M
BIL
spdr series trust
0.0 M

BUSH INVESTMENT GROUP, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BUSH INVESTMENT GROUP, LLC

BUSH INVESTMENT GROUP, LLC has 38 stocks in it's portfolio. About 70.6% of the portfolio is in top 10 stocks. BITS proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for BUSH INVESTMENT GROUP, LLC last quarter.

$178.72MTotal Value
40.00Positions
05 Mar, 2026Last Reported
Current holdings of Current Stock Holdings of BUSH INVESTMENT GROUP, LLC, last reported on 05 Mar, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
1.77%44,422
$3.17M
1.77%
decreased 9.84 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
0.72%13,431
$1.28M
0.72%
increased 1.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
0.18%3,374
$324.8K
0.18%
increased 2.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
1.15%44,040
$2.05M
1.15%
decreased 0.2 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
BUSH INVESTMENT GROUP, LLC's holding in American Centy Etf Tr over time
0.84%19,555
$1.51M
0.84%
increased 90.46 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
0.51%18,297
$915.0K
0.51%
increased 2.82 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
BUSH INVESTMENT GROUP, LLC's holding in Ishares Tr over time
11.48%74,112
$20.52M
11.48%
increased 0.07 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
BUSH INVESTMENT GROUP, LLC's holding in Blackrock Etf Trust over time
4.53%243,329
$8.10M
4.53%
increased 3.59 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
BUSH INVESTMENT GROUP, LLC's holding in Blackrock Etf Trust over time
2.42%71,279
$4.33M
2.42%
increased 1.29 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
BUSH INVESTMENT GROUP, LLC's holding in Blackrock Etf Trust over time
1.02%47,496
$1.83M
1.02%
increased 1.09 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BUSH INVESTMENT GROUP, LLC's holding in Spdr Series Trust over time
3.27%72,819
$5.84M
3.27%
decreased 0.55 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BUSH INVESTMENT GROUP, LLC's holding in Spdr Series Trust over time
2.46%145,459
$4.39M
2.46%
increased 1.46 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
BUSH INVESTMENT GROUP, LLC's holding in Spdr Series Trust over time
2.37%179,117
$4.24M
2.37%
increased 0.91 percentadded
BITS
Global X Fds

Global X Fds

BITS
BUSH INVESTMENT GROUP, LLC's holding in Global X Fds over time
1.8%49,620
$3.21M
1.8%
increased 4 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
BUSH INVESTMENT GROUP, LLC's holding in Vanguard Scottsdale Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
BUSH INVESTMENT GROUP, LLC's holding in Vanguard Charlotte Fds over time
2.38%88,179
$4.26M
2.38%
increased 1.17 percentadded